SWTS
GSWO

Stonehaven Wealth & Tax Solutions’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio GSWO Stock Details GSWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,379
Closed -$315K – 78
2024
Q4 		$315K Buy
+6,379
New +$323K 0.34% 64

Other funds holding GSWO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's GSWO Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q1 2025, closing a stake of 6,379 shares — an estimated $315K sold.

Stonehaven Wealth & Tax Solutions first reported a position in GSWO in Q4 2024 and held it in 1 quarter. The position peaked at $315K in Q4 2024. 29 funds tracked by Wall St. Rank hold GSWO as of Q1 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 6,379 Goldman Sachs ActiveBeta World Equity ETF shares in Q1 2025, an estimated $315K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q4 2024 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Goldman Sachs ActiveBeta World Equity ETF position peaked at $315K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.